About Us:
GDL Connect is a US-based company with operations in Guadalajara, Mexico, providing top-tier nearshoring staffing solutions to lower operational costs without compromising company culture. The company focuses on cross-cultural excellence to empower businesses to focus on expansion and growth.
About the role:
The Administrative Assistant plays a critical role in the mortgage process by ensuring that every borrower’s homeowners insurance meets lender requirements and is processed in a timely manner. This position works closely with loan officers, processors, underwriters, and insurance agents to collect, verify, and track insurance documents needed to move loans through to closing.
Key Responsibilities:
- Coordinate with insurance agents and carriers to collect homeowners insurance declarations, binders, and updated policy documents.
- Review and verify insurance policies to ensure they meet lender and investor requirements, including appropriate coverage amounts, deductibles, and escrow information.
- Communicate directly with internal teams—processors, closers,
loan officers—to provide updates and resolve any insurance-related issues that may delay closings.
- Track and maintain accurate insurance documentation in the loan file using company systems and pipelines.
- Serve as a point of contact for internal escalations or clarifications regarding insurance timelines, requirements, or exceptions.
- Ensure policies are in place and validated prior to loan funding.
- Assist with renewals, policy updates, and coordination with escrow for existing loans when needed.
- Help develop and refine insurance-related processes, checklists, and quality control standards.
- Stay current on industry regulations and investor/lender guidelines related to property insurance.
Requirements:
- High school diploma or GED required; college degree in a business or finance-related field is a plus.
- 1-2 years of experience in the mortgage industry, homeowners insurance, or loan s